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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Jurgis Bekepuris who wrote (48100)	5/24/2012 12:14:58 AM
From: Shane M	Read Replies (1) \| Respond to of 78751

What's the story with GTAT? General solar hate/overcapacity/etc.? But they are still making a lot of money? And it doesn't matter? Jurgis, re: GTAT: I think it's an outlook thing. Alternative energy - both Solar and LED - is dying right now, and GTAT supplies tech to producers in both areas. There's probably concern about quality of GTAT backlog also (possible order pushbacks).

To: Jurgis Bekepuris who wrote (48100)	5/24/2012 8:09:58 AM
From: Ditchdigger	Read Replies (1) \| Respond to of 78751

Took a beating on GTAT last year, was up 50%+ thinking I was pretty smart, it was summertime and life couldn't be better- ended up losing 30+% (ha). The price is even lower now. Tough nut to crack, little debt and a revenue/earnings grower. I kept hoping they'd suggest a divy at some point. I was more interested in the sapphire end of their business as it relates to LED lighting. A picks and shovel play, with what I thought was a lead in the area at the time ,oh well. SFL is holding a conference call at 10:00, raining again here so I may listen in. Jeez, GE has/is sure moving into the O & G service sector. When history is written, this will probably go down as my best purchase of the market down turn. Have others up more, but like GE.